CIK 1737109
Integrated Wealth Concepts LLC
Institutional 13F holdings & portfolio
Holdings
1,599
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1351–1400 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| W | WAYFAIR INC | 3K | $100K–$500K | SH |
| VNLA | JANUS HENDERSON | 6K | $100K–$500K | SH |
| APTV | APTIV PLC | 4K | $100K–$500K | SH |
| UFO | PROCURE ETF TRUST II | 7K | $100K–$500K | SH |
| MKL | MARKEL GROUP | 129 | $100K–$500K | SH |
| GRNB | VANECK GREEN | 11K | $100K–$500K | SH |
| CNH | CNH INDUSTRIAL | 30K | $100K–$500K | SH |
| SE | SEA LTD | 2K | $100K–$500K | SH |
| SJM | SMUCKER JM | 3K | $100K–$500K | SH |
| RGA | REINSURANCE GROUP | 1K | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIE | 6K | $100K–$500K | SH |
| RING | ISHARES MSCI | 4K | $100K–$500K | SH |
| LEU | CENTRUS ENERGY | 1K | $100K–$500K | SH |
| AEE | AMEREN CORP | 3K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 3K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH | 1K | $100K–$500K | SH |
| CNI | CANADIAN NATIONAL | 3K | $100K–$500K | SH |
| ETX | EATON VANCE | 14K | $100K–$500K | SH |
| FDHY | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| PNR | PENTAIR PLC | 3K | $100K–$500K | SH |
| KOMP | STATE STREET | 4K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED | 28K | $100K–$500K | SH |
| USAR | USA RARE EARTH INC | 22K | $100K–$500K | SH |
| SDG | ISHARES MSCI | 3K | $100K–$500K | SH |
| TFX | TELEFLEX INCORPORATED | 2K | $100K–$500K | SH |
| NUSC | NUVEEN ESG | 6K | $100K–$500K | SH |
| GMAR | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| TREX | TREX CO | 8K | $100K–$500K | SH |
| DPG | DUFF & PHELPS UTLITY AND INF | 21K | $100K–$500K | SH |
| BRBR | BELLRING BRANDS | 10K | $100K–$500K | SH |
| PAVE | GLOBAL X | 5K | $100K–$500K | SH |
| NULG | NUVEEN ESG | 3K | $100K–$500K | SH |
| DIVB | ISHARES CORE | 5K | $100K–$500K | SH |
| SWK | STANLEY BLACK | 3K | $100K–$500K | SH |
| CBRE | CBRE GROUP | 2K | $100K–$500K | SH |
| GFS | GLOBALFOUNDRIES INC | 7K | $100K–$500K | SH |
| CRS | CARPENTER TECHNOLGY | 815 | $100K–$500K | SH |
| FTRE | FORTREA HOLDINGS | 15K | $100K–$500K | SH |
| IMCG | ISHARES MORNINGSTAR | 3K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES | 2K | $100K–$500K | SH |
| HYLS | FIRST TRUST | 6K | $100K–$500K | SH |
| NTNX | NUTANIX INC | 5K | $100K–$500K | SH |
| EMN | EASTMAN CHEMICAL | 4K | $100K–$500K | SH |
| EUSB | ISHARES ESG | 6K | $100K–$500K | SH |
| ITWO | PROSHARES RUSSELL | 6K | $100K–$500K | SH |
| INDB | INDEPENDENT BANK | 3K | $100K–$500K | SH |
| CLX | CLOROX COMPANY | 3K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 373 | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC | 4K | $100K–$500K | SH |
| LQTI | FIRST TR EXCHANGE-TRADED FD | 12K | $100K–$500K | SH |